See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,863 | $82,664-49.4% | $125,339-66.6% | $68,494-38.9% |
| Participation rate | 83.9% | 75.0%+8.8pp | 82.4%+1.5pp | 67.9%+16.0pp |
| Annual return | -13.54% | -5.97%-7.6pp | 572.05%-585.6pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,125 | $3,381-37.1% | $4,814-55.9% | $2,596-18.2% |
| Participant deferral / active EE | $2,112 | $6,110-65.4% | $7,446-71.6% | $4,027-47.6% |
| Admin fee / account holder | $2,609 | $6,275-58.4% | $10,010-73.9% | $5,403-51.7% |